Drake

@growthrapidly Love the assumption that retail will be able to fill orders of any sizable volume on IPO day.

Are you buying SpaceX ($SPCX) on IPO day or waiting 1 year first? 👀

@ValueInIdeas Give RL two extra years to hit a third of that with Neutron, Flatellite and their own constellation... I'll take that deal no questions asked.

$RKLB is valued at around $72B today. SpaceX was valued at roughly $74B back in 2021 and is now targeting a ~$2 trillion IPO. If Rocket Lab followed SpaceX's valuation path, that would imply: $2T market cap ≈ $3,456 per share in 2031 Very reasonable.. right? 😅

@olsenbdnr @XMoney Would prefer a matte black card with a satin golden X tbh

The new @XMoney card is very slick. Got some weight to it, has my handle on it too. Wdyt?

@rm3700256 Would love to stay range bound for the next month in the 120s to consolidate. Might be asking for too much though.

$RKLB 🚀🛰️ What a fantastic week for Rocketlab! We're still at the beginning 🪐🔥 The future is absolutely bright ✨

@moninvestor Is this not the same as asking a lottery winner what numbers he picked? You're chasing a win that's already happened.

Today, Leopold Aschenbrenner's Situational Awareness 13F drops. The 24 year old former OpenAI researcher turned a viral AGI manifesto into a multi-billion dollar hedge fund. His #1 position: Bloom Energy $BE, already up +200% YTD and 1,400% over the past year. His thesis was simple: > AGI is bottlenecked by electrons, not chips. > Hyperscalers can't wait years for grid hookups, so they're racing to plug data centers into on-site fuel cells. > Bloom sells the fuel cells. He saw it months before the rest of the Street. Expect every name in today's filing to be picked apart.

@YodaStockInvest High conviction demands high concentration

Diversification=BS if you’re not a millionaire. Prove me wrong.

@BigImpactHumans Doubtful orders of any significant volume will be filled that day. Gonna pay insane hype premium for a handful of shares at best.

Can’t wait to buy some $SPCX 🚀

@nunyabizkness @niccruzpatane Selling RKLB for SPCX IPO 😬 losing crazy upside to pay hype premium is a choice

@niccruzpatane What do you think I sold over $20k worth of $RKLB for in the last week 😉 still have 700 shares there at a $4.20 cost basis too 🤷‍♂️

SpaceX will reportedly IPO on June 12 under the ticker $SPCX Who’s planning on investing at IPO? I’ve been waiting for this moment a long time, can’t believe it’s actually happening! We will never see a company like this hit the open market again.

@niccruzpatane I’ll buy 1 share to draw first blood and then wait a year before building a position.

@DaveChappelleG @WatcherGuru

@WatcherGuru And what's X for? Can't wait to find out.

JUST IN: Elon Musk says "Instagram is for girls."

@spongerob72 Companies recognize time off for things like bereavement but not when your net worth doubles in a couple of days. Need some time to regroup man.

What an incredible, surreal and tiring week. The struggle is real. $RKLB 🤣😎🛰️🚀

@RocketLab Does that mean you're building the 100th Electron?

The 1,000th Rutherford engine has rolled off the production line🎉The world's first 3D printed, battery-powered rocket engine is now one of the most manufactured rocket engines on Earth.   Congratulations to the production and development teams behind Rutherford. You make the most complex engineering and manufacturing feats look easy.

@BrettHayvice wild west baby 🔫🧑‍🚀

$RKLB I am going to try to just block out for awhile: the “experts” will increase the “overbought” and “too bubbly” posts while the options say different. What Ive learned is that Space is different and no one is an expert at trading it.

@HypaWaveNZ like quitting cocaine and steroids on the same day

My first ever sell of $RKLB in 5 years! - Wish I could tell you it feels good... but not really. However this money will help pay for family holiday and house maintenance.

@real_sunny_long x.com/MAXQCONVICTION…

Yeap, it’s a re-rating in progress. See you at $250 after it will be added to the S&P 500.

$RKLB

@InvestWithJorge I've watched the poor bastards on r/RKLB learn that one over and over and over...

Repeat after me: NEVER SELL $RKLB COVERED CALLS NEVER SELL $RKLB COVERED CALLS NEVER SELL $RKLB COVERED CALLS

@PLA_MilitaryUpd gān bēi!

Trump breaks protocol having a toast with Xi Trump never drinks alcohol as his brother died from it, but as respect for Xi 🇨🇳🇺🇸🫡 x.com/MAGAVoice/stat…

@kap00r @spacanpanman Lmao you guys hate him so much

$ASTS: End Game Secured

@Johnny_Dash_ @stan100x A wild redditor appears

@MAXQCONVICTION @stan100x

I’m still studying $RDDT I still can’t find anything I don’t like Maybe the price ? In shaky macro we could go back to $15B and 2x current levels would feel like a stretch. But would also be deserved compared to similar metrics in companies like $PLTR for example The business is tremendous, the MOAT is immaculate and they’re at a very early stage of their monetisation journey It still has room to grow internationally and I’m pretty sure it will aggressively over the next decade Also, on the bear side, these kind of businesses are intrinsically volatile and one earning call could have amazing news regarding usage metrics while the next one could be horribly bad and tanks the stock 15% I’m looking for a fat pitch, this is not it for now. Only because of the price. If it was trading around $80 I’d be so all in I wouldn’t even think twice Amazing amazing business